OneDigital Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
145,530
+5,136
| +4% | +$124K | 0.04% | 295 |
|
|
2025
Q1 | $3.56M | Sell |
140,394
-2,722
| -2% | -$69K | 0.04% | 287 |
|
|
2024
Q4 | $3.8M | Buy |
143,116
+19,862
| +16% | +$527K | 0.04% | 287 |
|
|
2024
Q3 | $3.57M | Sell |
123,254
-28,984
| -19% | -$839K | 0.04% | 307 |
|
|
2024
Q2 | $4.26M | Buy |
152,238
+35,864
| +31% | +$1M | 0.05% | 261 |
|
|
2024
Q1 | $3.23M | Buy |
116,374
+7,329
| +7% | +$203K | 0.05% | 249 |
|
|
2023
Q4 | $3.14M | Sell |
109,045
-18,315
| -14% | -$527K | 0.05% | 236 |
|
|
2023
Q3 | $4.22M | Buy |
127,360
+3,245
| +3% | +$108K | 0.09% | 174 |
|
|
2023
Q2 | $4.55M | Sell |
124,115
-5,477
| -4% | -$201K | 0.1% | 163 |
|
|
2023
Q1 | $5.29M | Buy |
129,592
+14,246
| +12% | +$581K | 0.12% | 139 |
|
|
2022
Q4 | $5.91M | Buy |
115,346
+17,777
| +18% | +$911K | 0.17% | 116 |
|
|
2022
Q3 | $4.27M | Buy |
97,569
+8,710
| +10% | +$381K | 0.16% | 97 |
|
|
2022
Q2 | $4.66M | Sell |
88,859
-2,749
| -3% | -$144K | 0.2% | 76 |
|
|
2022
Q1 | $4.74M | Sell |
91,608
-1,852
| -2% | -$95.9K | 0.18% | 81 |
|
|
2021
Q4 | $5.52M | Sell |
93,460
-1,064
| -1% | -$62.8K | 0.2% | 66 |
|
|
2021
Q3 | $4.07M | Sell |
94,524
-5,655
| -6% | -$243K | 0.16% | 86 |
|
|
2021
Q2 | $3.92M | Buy |
100,179
+812
| +0.8% | +$31.8K | 0.16% | 86 |
|
|
2021
Q1 | $3.6M | Buy |
99,367
+3,681
| +4% | +$133K | 0.17% | 86 |
|
|
2020
Q4 | $3.53M | Buy |
95,686
+14
| +0% | +$516 | 0.18% | 85 |
|
|
2020
Q3 | $3.33M | Sell |
95,672
-403
| -0.4% | -$14K | 0.23% | 78 |
|
|
2020
Q2 | $3.04M | Buy |
96,075
+18,427
| +24% | +$584K | 0.22% | 89 |
|
|
2020
Q1 | $2.45M | Buy |
77,648
+2,901
| +4% | +$91.5K | 0.22% | 98 |
|
|
2019
Q4 | $2.78M | Buy |
74,747
+25
| +0% | +$929 | 0.22% | 101 |
|
|
2019
Q3 | $2.55M | Buy |
74,722
+14,999
| +25% | +$511K | 0.23% | 100 |
|
|
2019
Q2 | $2.45M | Buy |
59,723
+32,479
| +119% | +$1.33M | 0.19% | 81 |
|
|
2019
Q1 | $1.09M | Sell |
27,244
-693
| -2% | -$27.7K | 0.16% | 108 |
|
|
2018
Q4 | $1.16M | Buy |
27,937
+7,053
| +34% | +$292K | 0.2% | 97 |
|
|
2018
Q3 | $873K | Buy |
20,884
+945
| +5% | +$39.5K | 0.2% | 67 |
|
|
2018
Q2 | $687K | Sell |
19,939
-1,240
| -6% | -$42.7K | 0.14% | 92 |
|
|
2018
Q1 | $713K | Sell |
21,179
-462
| -2% | -$15.6K | 0.16% | 96 |
|
|
2017
Q4 | $743K | Buy |
21,641
+9,649
| +80% | +$331K | 0.08% | 98 |
|
|
2017
Q3 | $406K | Sell |
11,992
-8,890
| -43% | -$301K | 0.15% | 89 |
|
|
2017
Q2 | $666K | Buy |
+20,882
| New | +$666K | 0.2% | 84 |
|